Testimonials

  • We have been so happy with the personal touch and service we have received... Todd & Alison Urton (read more)
    Testimonials

    Since establishing our relationship with Barry Kelly and the Cornerstone Team, we have been completely impressed with the attention we have received.  They have been reliable, trustworthy, and have communicated all our options clearly to guide us through the process.  They have helped us to create a complete financial plan, addressing all our needs as a family, to assure our security in the future.  We have been so happy with the personal touch and service we have received that we have recommended Cornerstone to many of our family and friends.

    Todd & Alison Urton - Kingston, Ontario

  • I would recommend Barry and his team at Cornerstone Wealth Planning to any of my friends... Adam Kerr (read more)
    Testimonials

     

    I entered into a business arrangement with Barry Kelly 3 years ago after spending the previous 5 years dealing with my local bank.  The ideas and implementation of strategies to protect and grow my assets as well as maximize the value of my business has been first class.  The constant communication and exchange of information allows me to concentrate on my business and the development of it.

     

    I would recommend Barry and his team at Cornerstone Wealth Planning to any of my friends, business associates and colleagues. 

    Adam Kerr - Kingston, Ontario

  • Barry and the team at Cornerstone were able to get my investments on track... B.K. (read more)
    Testimonials

     

    Barry and the team at Cornerstone were able to get my investments on track. They took the time to explain to me what I needed to do to reach my financial goals and they are always available to answer any questions I may have.

    B.K. - Kingston, Ontario

  • they have been there every step of the wayto take care of my holistic planning needs from investments to insurance to tax planning. ... P.K. (read more)
    Testimonials

     

    Making financial planning decisions can be a very difficult process. Often the world of investing and insurance is not your area of expertise and you need to trust someone to guide you through the process., a person with whom you can entrust your financial future., someone who can guide you and provide insight and advice as your journey evolves.

    For myself , my family and my company Barry Kelly and the team at Cornerstone has done just that and they have been there every step of the wayto take care of my holistic planning needs from investments to insurance to tax planning.

    P.K. - Kingston, Ontario

Barry Kelly
Personal Wealth Advisor

(613) 887-2741

bkelly@cornerstonewealth.ca

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After spending 19 years in a management role with a major Canadian manufacturing and distribution company, Barry was seeking an opportunity to combine his ability to develop effective business relationships with a strong desire to help people realize their goals and provide financial security for their families.  After a chance meeting with current business partner Jason Hare, the journey began. Barry has completed the Investment Funds Institute of Canada course and also holds a LLQP life insurance license that allows him to serve all of his clients needs. Barry uses his personal business experience and education to aid families and small business owners in achieving their financial goals while minimizing personal risk. 

Barry works closely with the investment and administrative team of Cornerstone whose attention to detail and follow-through are setting new standards of service excellence. He and his team are committed to building lifetime relationships with their expanding client base.

Barry is constantly exploring new investment and insurance solutions offered by numerous institutions in an effort to expose his clients to the best solutions available in the industry.  He specializes in business planning, family wealth creation and protection strategies. 

Barry and his two boys Carter and Luke make their home in Kingston’s west end.  Away from the business, Barry sits on the Board of Cataraqui Golf and Country Club and enjoys spending time with family and friends.

Mutual Fund provided through FundEX Investments Inc.

His Team
Sandra Clark
Certified Health Insurance Specialist